Wealth Planning Strategies in 2022Wealth Planning Strategies in 2022

It likely will be some time before we understand the true impact of the pandemic on investor attitudes toward market volatility and risk. One thing seems certain: more investors than ever are turning to financial advisors and wealth planners to feel more confident in their financial future.

There are other forces at play shaping the near-term future of retirement and wealth planning. For HNW individuals, increases in individual tax rates by the Biden administration – along with the proposal to increase capital gains and eliminate step-up in basis at death – should result in more of the traditional charitable giving strategies as part of a client’s estate planning.

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